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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

1,203 hedge funds and large institutions have $37.1B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q4 according to their latest regulatory filings, with 242 funds opening new positions, 431 increasing their positions, 450 reducing their positions, and 182 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,203
Holders Change
+31
Holders Change %
+2.65%
% of All Funds
16.01%
Holding in Top 10
103
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-18.9%
% of All Funds
1.37%
New
242
Increased
431
Reduced
450
Closed
182
Calls
$15B
Puts
$13.4B
Net Calls
+$1.67B
Net Calls Change
+$1.64B

Top Buyers

1
CM
Capula Management
Cayman Islands
+$456M
2
Goldman Sachs
Goldman Sachs
New York
+$245M
3
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
+$195M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$147M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$124M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.61B
2
Bank of America
Bank of America
North Carolina
-$1.6B
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.19B
4
CIBC World Market
CIBC World Market
Ontario, Canada
-$804M
5
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$506M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
701
Petra Financial Advisors
Colorado
$811K -$11.5K -132 -1%
MWM
702
Mosley Wealth Management
California
$802K +$145K +1,643 +22%
FWM
703
Foguth Wealth Management
Michigan
$802K +$283K +3,244 +55%
DWM
704
DecisionMap Wealth Management
Virginia
$796K +$796K +9,117 New
CPRC
705
Consolidated Portfolio Review Corp
New York
$792K +$36.5K +418 +5%
FW
706
FullCircle Wealth
Texas
$788K +$136K +1,537 +21%
BCG
707
BayBridge Capital Group
California
$788K -$606K -6,934 -43%
D
708
Dentgroup
Louisiana
$782K +$135K +1,548 +21%
CSS
709
Cubist Systematic Strategies
Connecticut
$781K -$2.2M -25,167 -74%
LC
710
LCNB Corp
Ohio
$777K -$4.22M -48,284 -84%
NCFG
711
New Century Financial Group
New Jersey
$776K +$107K +1,221 +16%
LFA
712
LGT Financial Advisors
Texas
$776K +$63.7K +729 +9%
PFA
713
Professional Financial Advisors
Nebraska
$768K -$3.99M -45,720 -84%
TFA
714
Tranquilli Financial Advisor
New Jersey
$765K +$424K +4,860 +125%
AGA
715
Arkos Global Advisors
Texas
$760K -$80.3K -920 -10%
ONB
716
Old National Bancorp
Indiana
$759K -$27.9K -319 -4%
RSWM
717
Robertson Stephens Wealth Management
California
$756K -$1.15M -13,144 -60%
CFS
718
Commonwealth Financial Services
West Virginia
$747K +$244K +2,796 +49%
GHAM
719
Gilman Hill Asset Management
Connecticut
$742K -$382K -4,375 -34%
PIMG
720
Patriot Investment Management Group
Tennessee
$739K – – –
AW
721
Alteri Wealth
California
$737K +$737K +8,439 New
BF
722
BOK Financial
Oklahoma
$736K -$131K -1,528 -15%
MWM
723
Modera Wealth Management
New Jersey
$736K +$74.2K +850 +11%
JFGIW
724
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$736K +$210K +2,396 +40%
IIC
725
Integrated Investment Consultants
Michigan
$736K +$313K +5,445 +74%
27 28
29
30 31